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iShares Russell Top 200 Value ETF

214 hedge funds and large institutions have $3.31B invested in iShares Russell Top 200 Value ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$56.7M
2 -$4.69M
3 -$4.12M
4
Morgan Stanley
Morgan Stanley
New York
-$4.06M
5
Ameriprise
Ameriprise
Minnesota
-$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$265K
ACA
152
Anchor Capital Advisors
Massachusetts
$265K
SPC
153
Sigma Planning Corp
Michigan
$262K
WIA
154
World Investment Advisors
California
$259K
SWP
155
Sagespring Wealth Partners
Tennessee
$258K
DT
156
Diversified Trust
Tennessee
$258K
Creative Planning
157
Creative Planning
Kansas
$256K
FAIM
158
Financial Advocates Investment Management
Washington
$248K
KPWG
159
KFA Private Wealth Group
Virginia
$248K
TC
160
TownSquare Capital
Utah
$243K
MOS
161
MGO One Seven
Ohio
$235K
LIA
162
LifePlan Investment Advisors
North Carolina
$234K
Cerity Partners
163
Cerity Partners
New York
$217K
CT
164
Colonial Trust
South Carolina
$216K
VCM
165
Virtue Capital Management
Tennessee
$216K
LSA
166
Lion Street Advisors
Texas
$214K
MAV
167
Mason & Associates (Virginia)
Virginia
$209K
AWA
168
Alta Wealth Advisors
Massachusetts
$208K
Financial Engines Advisors
169
Financial Engines Advisors
California
$207K
PFG
170
Pacific Financial Group
Washington
$202K
GM
171
GeoWealth Management
Illinois
$172K
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$160K
SC
173
SouthState Corp
Florida
$156K
SIS
174
Sound Income Strategies
Florida
$155K
PTC
175
Private Trust Company
Ohio
$150K